Position in CEG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,882
-$19,258 QoQ
Shares Held
72
-45.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,709
of 1,840 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $59,461 across 9 Utilities - Independent Power Producers names. CEG ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
173 | $27,442 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
72 | $17,882 | |
| 3 | TLN |
Talen Energy Corp
|
16 | $6,148 | |
| 4 | OKLO |
Oklo Inc.
|
49 | $2,564 | |
| 5 | NRG |
Nrg Energy, Inc.
|
17 | $2,483 | |
| 6 | HNRG |
Hallador Energy Co
|
68 | $1,182 | |
| 7 | KEN |
Kenon Holdings Ltd.
|
16 | $1,069 | |
| 8 | TAC |
Transalta Corp
|
39 | $539 |
All Filings in CEG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,882 | 72 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $37,140 | 133 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $54,403 | 154 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $48,702 | 148 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $24,207 | 75 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,065 | 40 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $894 | 4 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||